Skip to content
Disclosery

Geneos Wealth Management Inc.: AG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on AG, newest first. How the timeline and the estimate are built.

Geneos Wealth Management Inc. held 162,877 AG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,877 shares
    Change vs previous 13F -1,430 shares

    0.06% of the 13F portfolio, value $2,762,394.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 164,307 shares
    Change vs previous 13F -26,795 shares

    0.08% of the 13F portfolio, value $3,529,314.

    13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 191,102 shares
    Change vs previous 13F +5,425 shares

    0.08% of the 13F portfolio, value $3,183,759.

    13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 185,677 shares
    Change vs previous 13F +50,450 shares

    0.06% of the 13F portfolio, value $2,281,970.

    13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 135,227 shares
    Change vs previous 13F -76,477 shares

    0.03% of the 13F portfolio, value $1,118,327.

    13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 211,704 shares
    Change vs previous 13F +113,352 shares

    0.02% of the 13F portfolio, value $1,416,300.

    13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 98,352 shares
    Change vs previous 13F +7,000 shares

    0.02% of the 13F portfolio, value $539,952.

    13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 91,352 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $548,112.

    13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).